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S&P Global
SPGI

Overview Fund Activity

997 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$318M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
3
Capital International Investors
Capital International Investors
California
+$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$149M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$146M

Top Sellers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
-$393M
2
ECU
Egerton Capital (UK)
United Kingdom
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$310M
4
Invesco
Invesco
Georgia
-$190M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMT
826
Amica Retiree Medical Trust
Rhode Island
$260K – – –
CFA
827
Carroll Financial Associates
North Carolina
$259K +$4.64K +19 +2%
SDAM
828
Shulman DeMeo Asset Management
New York
$258K +$489 +2 +0.2%
CA
829
Cetera Advisors
Colorado
$257K -$36.6K -150 -12%
CIC
830
Carnegie Investment Counsel
Ohio
$257K -$24K -98 -9%
KCPG
831
Kavar Capital Partners Group
Kansas
$255K – – –
Lido Advisors
832
Lido Advisors
California
$255K +$255K +1,043 New
AS
833
Altshuler Shaham
Israel
$254K +$234K +951 +1,174%
KA
834
Kovack Advisors
Florida
$254K +$254K +1,039 New
GAG
835
GM Advisory Group
New York
$253K – – –
FNBOO
836
First National Bank of Omaha
Nebraska
$251K -$8.57K -35 -3%
PRC
837
Pearl River Capital
Michigan
$251K +$116K +474 +86%
SNT
838
Security National Trust
West Virginia
$248K -$34.2K -140 -12%
CB
839
Community Bank
New York
$245K -$8.58K -35 -3%
MFG
840
Magnus Financial Group
New York
$245K – – –
MA
841
Montag & Associates
Georgia
$245K – – –
ETI
842
Enterprise Trust & Investment
California
$245K – – –
BMA
843
Brooks Moore & Associates
Tennessee
$245K – – –
LA
844
Lau Associates
Delaware
$245K – – –
PHS
845
Pekin Hardy Strauss
Illinois
$245K +$245K +1,000 New
SIA
846
Starfire Investment Advisers
Michigan
$244K – – –
WAM
847
Wealthspire Advisors (Maryland)
Maryland
$243K +$6.38K +26 +3%
FRM
848
Fox Run Management
Connecticut
$242K -$66.4K -271 -22%
DC
849
Davenport & Co
Virginia
$242K – – –
SS
850
Sunbelt Securities
Texas
$242K +$242K +1,003 New
32 33
34
35 36